Purchases and Sales Made in Q1 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2025. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 22.03% |
$3.36K - $4.23K
|
177
$17.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 1.82% |
$3.36K - $4.23K
|
2.7K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 1.16% |
$3.36K - $4.23K
|
4.25K
$418K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 1.62% |
$3.63K - $4.57K
|
3.27K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-57- 0.23% |
$3.83K - $4.82K
|
24.3K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-57- 0.55% |
$3.83K - $4.82K
|
10.3K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-59- 1.7% |
$3.97K - $4.99K
|
3.4K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-60- 0.06% |
$4.03K - $5.08K
|
100K
$9.85M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-60- 1.02% |
$4.03K - $5.08K
|
5.8K
$570K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-61- 27.35% |
$4.1K - $5.16K
|
162
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-61- 0.09% |
$4.1K - $5.16K
|
70.3K
$6.91M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-63- 1.28% |
$4.24K - $5.33K
|
4.87K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-65- 1.6% |
$4.37K - $5.5K
|
4.01K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-65- 0.36% |
$4.37K - $5.5K
|
17.8K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-67- 0.91% |
$4.5K - $5.67K
|
7.33K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 0.86% |
$4.57K - $5.75K
|
7.87K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-70- 0.17% |
$4.71K - $5.92K
|
40.2K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-70- 4.1% |
$4.71K - $5.92K
|
1.64K
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-71- 3.26% |
$4.77K - $6.01K
|
2.11K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 41.52% |
$4.77K - $6.01K
|
100
$9.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-72- 2.9% |
$4.84K - $6.09K
|
2.41K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-73- 30.17% |
$4.91K - $6.18K
|
169
$16.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-75- 6.77% |
$5.04K - $6.35K
|
1.03K
$101K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-77- 1.15% |
$5.18K - $6.52K
|
6.6K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-77- 1.24% |
$5.18K - $6.52K
|
6.13K
$603K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-78- 0.51% |
$5.24K - $6.6K
|
15.3K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-78- 21.55% |
$5.24K - $6.6K
|
284
$27.9K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-80- 36.04% |
$5.38K - $6.77K
|
142
$14K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-81- 0.27% |
$5.45K - $6.86K
|
30.3K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-82- 0.06% |
$5.51K - $6.94K
|
141K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-84- 14.56% |
$5.65K - $7.11K
|
493
$48.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-85- 0.4% |
$5.71K - $7.19K
|
21.3K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-87- 1.03% |
$5.85K - $7.36K
|
8.35K
$820K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-88- 0.59% |
$5.92K - $7.45K
|
14.8K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-91- 1.19% |
$6.12K - $7.7K
|
7.57K
$744K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-92- 1.12% |
$6.19K - $7.79K
|
8.1K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-92- 2.72% |
$6.19K - $7.79K
|
3.29K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-93- 2.26% |
$6.25K - $7.87K
|
4.03K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-95- 0.41% |
$6.39K - $8.04K
|
22.9K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-95- 0.35% |
$6.39K - $8.04K
|
27K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-96- 2.33% |
$6.45K - $8.12K
|
4.02K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-97- 1.25% |
$6.52K - $8.21K
|
7.65K
$751K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 2.27% |
$6.59K - $8.29K
|
4.22K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 1.54% |
$6.72K - $8.46K
|
6.4K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-100- 0.15% |
$6.72K - $8.46K
|
66.2K
$6.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-101- 0.8% |
$6.79K - $8.55K
|
12.6K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-101- 1.92% |
$6.79K - $8.55K
|
5.15K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-102- 0.72% |
$6.86K - $8.63K
|
14.1K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-104- 38.24% |
$6.99K - $8.8K
|
168
$16.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-104- 55.91% |
$6.99K - $8.8K
|
82
$8.06K
|